Estate planning is an important part of your overall financial strategy and ensures smooth transition of your assets without unnecessary tax burdens on your loved ones.
An experienced Valley-Wide estate planner can help you prepare for proper care of your assets, including:
Estate planning also involves choosing the best investments for continued growth of your estate after you pass on. To make an estate planning appointment with a Valley-Wide financial advisor in Vancouver, Abbotsford or throughout BC, contact us.
Mutual funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Valley-Wide Group of Companies.
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